Sage summit presentation iigservices

Expert Solutions for Business
Information Integration Group, Inc.
Presentation by:
Alec Baghdasaryan ERP Product Specialist alec@iigservices.com
Bob Sosbee Senior Implementation Analyst bobs@iigservices.com
Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com
Product Lifecycle Management
Developing Solutions for Sage Software
Products since 1991
(For Sage 100 ERP and Sage 500 ERP)
www.iigservices.com
(877) 475-4092

Introduction to IIG
 Founded in 1991
 Leading Sage 100 VAR, implementer, and developer in SoCal
 40+ employees, 80% technical
 Specialize in providing fully integrated solutions
 Publisher of Maestro Suite of Products for Sage100 ERP
 Material Planning & Production, WO & MRP modules in Sage100 SQL
 Warehouse Automation & Advanced Distribution Features for Sage 100
 Field Services Automation for Sage100 and Sage 500 ERP
 Rental Management for Sage100 and Sage500 ERP
 Apparel – Product Life Cycle Management
 Supporting 1000+ customers across N. America
 Supporting 100+ resellers across North America
 Sage Software Development Partner

Procurement /
Production
Distribution /
Order Fulfilment /
Planning
Service &
Warranty
Product Lifecycle Management

Material Planning & Production
 Ability to view Material Requirements by item or for an entered ship-date.
Requirements displayed include:
 Quantity to produce (FG & WIP / Sub-Assembly) based on MRP run data
 Items to purchase for all levels
 Min/Max/EOQ entries are included in calculated requirements
 Ability to auto-generate Purchase Orders:
 Based on the purchasing requirements of the MRP run
 Components required for the manufacturing work orders
 Ability to maintain requirements and generate Work Orders:
 Based on demand generated for an entered ship-date
 For finished good requirements of the MRP run
 Sub-assemblies required to manufacture requirements
 Ability to auto schedule Work Orders based on preferred machine and calculated
run time
 Ability to create Work Orders from the Sales Order Entry program

Selection filters are used to manage the MRP runs
Requirements calculated are loaded into a grid. Users have the
option to manually adjust the demand calculated
Purchase and work orders can be
auto generated for the selected items

Work orders can be generated by dragging and dropping the
items into machine/work center columns.
Items selected by the Production
Requirements Calculation program
are loaded into a panel on the board.

Work Orders generated can be viewed and re-scheduled by
dragging and dropping them from one day to another or from
one machine/work center to another

Logistics – Container Tracking
 Created Landed Cost transaction based on vessel's
bill of lading
 Load all or selected items in full or partially into
created Landed Cost transaction
 Allocate expenses entered for each container to
items in the container (as received). Create AP
Invoices for entered invoices
 Receive inventory into in-transit warehouse for FOB
Foreign Dock purchase orders
 Duty classification entry by item. Auto loading of
entered duty into Landed Cost transactions
 Enter orders against inventory in transit

Comprehensive end-to-end Solutions
 Solutions based on SData Mobility Platforms
 100% use of Business Objects Technology
 Client Agnostic Solutions (iPad, iPhone, Android, Surface)
 Solutions using IIG Bus Obj link w/Magento or working w/Website Pipelines
 Shipping Solutions based on HighJump True Commerce, or SWK’s
MAPADOC EDI products
 Advanced CC, POS - Sage Payment Solutions, VeriFone & Cybersource
 Solutions based on Sage CRM
 Sage Inventory Advisor (Inventory Forecasting & Planning) – link to MPP
 Sage Intelligence (Financial Reporting)
 Sage Sales Tax by Avalara (AvaTax)
 Sage Fixed Assets
 Sage Alerts & Workflow by Vineyardsoft (KnowledgeSync)
 Sage HRMS – HR, Payroll, Time & Attendance Mgmt

Advanced Distribution Functionalities
 Inventory Allocation to Orders / Release Back Order Processing
 Multiple Bin Locations per item in a Warehouse
 Container Tracking / Advanced Landed Cost
 Palletized Shipping
 UPC Processing with ITF-14 functions
 Master & VICS Bill of Ladings
 Order Process Tracking / Pick Ticket Spooler
 Multi-Currency Processing
 Multi Warehouse Functionality
 Inter-Warehouse Transfer Processing – Sales Orders or Inventory Transfer
Transactions
 Counters and Pricing by Warehouse
 Centralized Purchasing for Locations
 Lot Tracking / Inventory Recall Processing
 Royalty / Rebate / Consignment / Core Processing

Warehouse RF Automation
 IIG RF Warehouse Automation brings advanced warehouse
management to Sage 100 ERP
 Automate your:
 Shipping Data Entry
 Receipt of Good Entry
 Inventory Cycles Counts
 Inventory Transfers
 User friendly – Sage100 user interface
 Integrates with
 Shipping System Integration
 Apparel Management
 Multiple Bin Location for each item in a warehouse

Apparel Processing
 Size and color tracking functionality by style in:
 Sales Order Processing
 Purchase Order Processing
 Inventory Management
 RMA
 BOM
 Ship items by scanning bar codes assigned to specific size and color
 Product Lifecycle Management
 Process pre-packs by item or specific customer
 Inventory replenishment and sales tracking by style and size and color
 Inventory allocation by order ship date and customer priority. Ability to process
future orders
 Optional features:
 Container Tracking – duty and advanced landed cost calculations
 Sample / Design Pack production management
 EDI interface using UPC codes
 eCommerce – interface with Website Pipeline

Rental Order Processing
 Time based inventory availability display. Ability to drill down
into rental orders for a given date range
 User Defined Billing Periods - day, week, or month
 Ability to generate invoices in advance, upon return or
periodically
 Ability to enter rental billing information for each line item on
rental order
 Ability to sale and rent on the same rental order
 Ability to process early returns, partial returns or late returns
 Ability to rent kits, packages (rents with) or optional
configuration of products
 Ability to track history of serialized items
 Ability to process product swaps
 Sub Rental Processing
 Full Integration with IIG Crewing and POS modules
“MAS 200 with IIG’s Rental,
Advanced Credit Card
Processing, and Service
solutions made it possible for
us to triple in size in three
years. It’s the best business
decision we ever made.”
- Bob Moayeri,
Vision Communications

Point of Sale / Enhanced Credit Card Processing
 Replacement for PC Charge using IIG’s PayWare Connect Integration
 Fast Sale feature for POS allows for quick generation of invoices
 Process high volume transactions
 Integration with Bank Reconciliation
 Deposit Processing - apply payments to one or
many sales orders, invoices or on-account
 Cash Drawer Reconciliation
 Post deposits to GL Liab Account
 Cashier Functions
 Multi-location (store) processing
 Debit and Gift Card processing
 PCI 3.0 compliant
 Card Terminal integration
 Can have 1,000’s of deposits
per order.
 Full logging of all activity

IIG Credit Card Features
 Uses VeriFone PAYware Connect which links to over a dozen card
processor networks.
 Multiple simultaneous transactions at the same time.
 Secure vault for cards which can be used on any of the card processor
networks. No card data is stored in the customer’s system.
 Support for chip and pin processing terminals using the VeriFone POINT
system for ease of set up and maintenance.
 The POINT system does secure encryption of card data which never enters
the merchant’s system.
 PCI 3.0 compliant.
 For resellers, works with Sage Payments through the TSYS portal & directly.
 Support for ACH payments and refunds.
 Support for Gift Card processing.

POINT System Terminal

Inventory Allocation / Release BO
 Manual allocation of inventory to orders (in addition to
quantity committed managed by Sage 100 ERP)
 Process future orders – no inventory is allocated to the
order – set flag at header level or auto set based on ship
date
 Auto nightly allocation of inventory based on ship date &
customer priority
 Allocate inventory received to orders based on customer
priority or scheduled ship date
 Print pick tickets based on inventory allocated to orders
 Processing orders based on quantity allocated – Shipping
Data Entry

IIG Shipping Enhancements
 Item level tracking of
 Item Tare for rating
 Freight Class and NMFC codes
 HAZMAT information
 International commodity codes and NAFTA required fields.
 Auto selection of shipping date based on business dates
 Detailed tracking of all parcels and pallets, with multiple inquiries
 Tracking of cancelled shipments with reason codes.
 Duplicate shipment tracking by carrier tracking or PRO number
 Optimized for high volume shipping
 Links to the IIG UPC to speed processing of cases and pallets.
 Ability to do on the fly rating and freight estimating from sales order entry
 ASN tracking of products from the point of shipping (True
Commerce/Mapadoc).
 Links with most shipping software (Malvern/Clippership/Purolator/etc)

UPS / USPS / FedEx Integration - Rate Shopping / Manifesting
Sales Order Entry
program will allow for
rate shopping.
Item, quantity and ship-
via Information from the
Sales Order will be
used to obtain the
shipping rate for the
order.
The desired shipping rate
can be selected from the
available shipping methods.

Field Service Management
 User configurable Dispatch Board
 Quick entry and dispatching of tasks
 Management of installation process
 Auto task generation for preventive
maintenance contracts
 Tracking inventory at customer site
 Skill matching – task’s requirements against
technician’s skill
 Field Data collection using handheld devices
(iPad, iPhone, Android, MS Surface, other
tablet PCs)
 Customer signature capture in the field
 Auto creation of tasks based on Bill of
Material and linked routing settings
 Historical repair display and tracking of
warranty coverage for equipment on site
 Listing of parts needed for the service call
 Integration with MapQuest and GPS Devices

Questions and Answers
Thank you
www.iigservices.com
(877) 475-4092
Presentation by:
Alec Baghdasaryan ERP Product Specialist alec@iigservices.com
Bob Sosbee Senior Implementation Analyst bobs@iigservices.com
Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com

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